Personal, first-class service
We offer our clients a personal approach together with first-class services. Palomar Asset Management specialises in:
- Asset management and investment advisory services for private clients
- Asset management for institutional clients
- Portfolio analysis and safe custody account check
- Services for family offices
National and international network
With our network of national and international experts – including advisers in the fields of tax, law, foundations and trusts – we are able to meet highest quality standards.
This means that we can offer clients a broad spectrum of additional services. However, these are provided exclusively by experts arranged by Palomar.
- estate and succession planning
- tax planning
- change of domicile to Switzerland
- corporate services
- services and advisory in connection with the client’s business operations